Trade

Investors who have reduced their reliance on the farm inputs most sensitive to geopolitical clashes – or stockpiled these assets early – can navigate an easier way through the storm.

With its Victoria and New South Wales orchards now mature, Cibus Capital is testing institutional appetite for its 1,000ha almond platform.

Weight-loss drugs are changing eating habits in wealthy economies, say reports. But with population growth, rising emerging-market incomes and finite arable land, agriculture’s investment case is shifting – rather than shrinking – toward productivity and quality.

China’s new global safeguard on beef imports will override the China-Australia Free Trade Agreement, but investors say export flexibility and diversification should protect producers.

From Saudi Arabia’s multibillion-dollar agriculture push to Brazil-led blended finance platforms, food security is emerging as a primary driver of agricultural investment.

Partner Daniel Sachs says Greenyard was 'excited to go private again as they felt like other businesses in this sector who are privately owned were being more successful.’

President Trump’s tariffs have curbed US farm exports and increased its subsidy burdens, while Southern Hemisphere countries like Australia and Brazil stand in strong positions for expansion.

After weathering Chinese tariffs, Australian farmers could be well-placed to absorb Trump’s 10 percent 'Liberation Day' tariffs by diversifying their markets, attracting fresh investors and making the most of a weaker currency.

Big-ticket agricultural investors will crave clarity on water rights and tariffs as the results of the Australian election come in this weekend.

Modelling suggests the Australian government’s move to restore river health in the Murray-Darling Basin could also drive up water prices by 7.2%.